FROM THE MAILBAG:
Reproduced below are some of the emails I received together with my responses.
This is my 20th journal. The majority of the journals so far have had an investment related theme. I thought this is a good milestone to switch gears, so to speak, and write purely on a personal note.
As many readers would know, Tim Staermose is my business partner. How we have come to know each other can be read in my 28 August journal.
Many of you already know my business partner, Tim — the founder of Global Value Hunter and the African Lions Fund.
Navigator Global Investment (ASX: NGI) is this month’s free recommendation. It’s in the asset management business.